Extend Salesforce to the Field: Mobile Forms & Field Intelligence | TrueContext

Enable the frontline Give field workers an offline-first fuser experience designed for complexity. Technicians are guided by TrueContext at the point of work, capturing rich, structured data, with every result flowing back to Salesforce.

See what is happening in the field Close the visibility gap. Capture complete, structured records of every job, asset, and customer, so operations leaders finally know what is happening across every site, every time.

Turn field data into field intelligence Surface the patterns buried in everyday field work: which crews fix it first time, which assets are trending to failure, which workflows create rework. Answers that used to take months of analysis.

Make every technician perform like your best Embed your best people’s expertise into guided workflows. Less experienced techs execute correctly the first time, raising first-time fix and easing the skilled-technician shortage.

Leverage Agentforce Incorporate Salesforce Agent callouts into the technician’s workflow. Capture structured, contextual field data and sync it to Salesforce, so Agentforce and your analytics run on frontline realities, not incomplete or missing records.

Work anywhere, sync everywhere Full capability offline. Technicians capture data in basements, tunnels, and remote sites, and everything syncs to Salesforce automatically on reconnect. No lost work, no re-keying.

Built for Salesforce implementation partners Extend your Salesforce builds with the frontline execution layer clients ask for. Offline capability, rich data capture, and no-code workflows make every deployment stronger and stickier.

Generate custom documents for multiple stakeholders Build and format custom documents from a single workflow – work summary and CSAT feedback form to a customer, approval to a manager, a compliance record for future use by an auditor, and more.

Salesforce Integration with TrueContext Install the TrueContext for Salesforce Integration from AgentExchange to link your TrueContext and Salesforce tenants. A TrueContext subscription powers the frontline workflows and data capture behind it.